Investing in companies ‘doing good’ and ‘doing it well’
How can investors assess the true underlying sustainability of an investment and get comfortable that they will not have to forego returns in order to feel better about what they are investing in? Alphinity discuss their view.
Rio Tinto – The story so far
Alphinity detail their thoughts on Rio Tinto following the destruction of Juukan Caves and the subsequent actions taken by the Board.
Webcast: April 2021
Andrew Martin discusses his current thinking on Australian banks.
Buy Hold Sell: 3 underperforming blue chips and 2 winners
In this episode of Livewire’s Buy Hold Sell, Stuart Welch discusses whether it is time to top up or sell three underperforming blue chip stocks: CSL, Brambles and Coles.
Looking under the hood for alpha
Elfreda Jonker discusses why the current uncertainty in the market presents the perfect opportunity to look under the hood for alpha opportunities.
Where exactly are we in the recovery?
In this episode of Buy Hold Sell, Stuart Welch discusses how Alphinity is positioning their portfolios in the current environment.
Can the Aussie bank bounce last?
Andrew Martin shares his thoughts on the current trends and outlook for the Banking sector
Buy Hold Sell: 5 stocks with cyclical tailwinds
In this episode of Buy Hold Sell, Stuart Welch discusses his thoughts on five carefully selected stocks outside of the top 20 with cyclical tailwinds in their favour.
Recap of December 2020 earnings season – The return of cyclicals, dividends & guidance
The latest earnings season will go down as one of the most spectacular in recent history. In light of this, the Alphinity team reflects on the key themes emerging from this reporting season.
